Csenge Advisory Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $455K | Buy |
1,519
+1
| +0.1% | +$300 | 0.02% | 450 |
|
2025
Q1 | $372K | Sell |
1,518
-432
| -22% | -$106K | 0.02% | 474 |
|
2024
Q4 | $464K | Buy |
1,950
+25
| +1% | +$5.94K | 0.03% | 443 |
|
2024
Q3 | $510K | Buy |
1,925
+202
| +12% | +$53.5K | 0.03% | 414 |
|
2024
Q2 | $385K | Sell |
1,723
-79
| -4% | -$17.7K | 0.02% | 471 |
|
2024
Q1 | $344K | Sell |
1,802
-6
| -0.3% | -$1.15K | 0.02% | 515 |
|
2023
Q4 | $323K | Sell |
1,808
-16
| -0.9% | -$2.86K | 0.02% | 508 |
|
2023
Q3 | $295K | Sell |
1,824
-9
| -0.5% | -$1.46K | 0.02% | 493 |
|
2023
Q2 | $324K | Sell |
1,833
-43
| -2% | -$7.61K | 0.02% | 477 |
|
2023
Q1 | $321K | Sell |
1,876
-103
| -5% | -$17.6K | 0.02% | 456 |
|
2022
Q4 | $304K | Buy |
1,979
+138
| +7% | +$21.2K | 0.02% | 459 |
|
2022
Q3 | $265K | Buy |
+1,841
| New | +$265K | 0.02% | 497 |
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$215K | – | 618 |
|
2022
Q1 | $215K | Buy |
+1,400
| New | +$215K | 0.02% | 584 |
|
2018
Q4 | – | Sell |
-375
| Closed | -$30K | – | 718 |
|
2018
Q3 | $30K | Buy |
+375
| New | +$30K | 0.01% | 333 |
|